Back to Search Results
Timothy Wright | Wealth Management Advisor | Salt Lake City, UT | U.S. Bancorp Wealth Management

wealth management advisor in Salt Lake City Timothy Wright

Wealth Management Advisor
U.S. Bancorp Investments

801.733.2808

Primary office
6940 S Highland Dr
Salt Lake City, UT 84121
Get Directions to 6940 S Highland Dr

Thank You

Your message has been sent to Timothy Wright. We look forward to being in touch.

Contact me

Complete this form and Timothy Wright will contact you to discuss your needs and how we can help you work toward your goals. If you are an existing Wealth Management Client, you can call or email me directly. Please call 844.330.6918 for general account support.

* Indicates required fields

First name is a required field.
Last name is a required field.
Email address is a required field.
Phone number is a required field.
Area of interest is a required field
Which areas interest you? Check all that apply *

ABOUT ME

 

It is my pleasure to serve the financial needs of people in the Cottonwood Heights, Sandy South Towne and Utah County areas. My experience in the financial industry started in 2001 and I became a Wealth Management Advisor in 2011.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I volunteer with Lehi Recreation Center as a softball coach. In my free time, I enjoy camping with my wife and two kids. We love hiking, fishing, kayaking, riding ATVs, as well as playing sports.

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

My Offices

Show additional locations

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.